CRM Training 3: Advanced CRM Customizations


In this recorded walkthrough training (Aired: 10/05/2021), you will learn how to:

  • Set up filters for your database
  • Save searches and market reports for leads
  • Understand the activity and assignment history of leads
  • Set up custom Round Robins
  • Understand the Pond feature 

To sign up for the LIVE version of this walkthrough training, click here.

View ALL of the recorded walkthrough training here:

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